Tax Office
REAL ESTATE TAX OFFICE.
A tax office built around the real estate owner’s year: defined compliance, quarterly advisory meetings, a tax calendar, priority scheduling, a documented risk log, and an annual advisory credit. One new client for the 2026–27 season.
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One new client for the 2026–27 season
What’s included
A recurring system that keeps your filings, records, decisions, and open issues connected.
The Tax Office is organized around your actual ownership and transaction calendar. It isn’t tax preparation once a year. It’s a defined, year-round relationship with senior attention on the decisions in front of you.
What it includes
Defined federal, state, and applicable international compliance
Entity returns, K-1s, state filings, and the owner’s individual return, within agreed scope
Quarterly advisory meetings tied to upcoming decisions and open issues
A maintained tax calendar for filing, payment, and information deadlines
A documented risk log of unresolved facts, decisions, and follow-up items
Priority scheduling
An annual advisory credit, separate from any Diagnostic credit, that may be applied to one separately defined advisory project, subject to the engagement terms
Coordination around acquisitions, dispositions, exchanges, refinancings, and structural changes, when included in scope
What you receive
A year-round tax relationship with quarterly meetings, a current tax calendar and risk log, priority scheduling, and defined coordination around the decisions in scope.
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Real estate and private equity investors
Who it’s for
Built for owners whose tax work doesn’t stop after filing season.
The Tax Office fits real estate and private equity investors, owners, operators, sponsors, family offices, REITs, and lenders with enough structure and decision volume to use ongoing senior attention.
A good fit
You own or operate through multiple entities
You have partners, investors, K-1s, or waterfall economics
You expect acquisitions, dispositions, exchanges, refinancings, or restructurings
You need federal, state, and selected international coordination
You prefer a defined year-round relationship over a filing-season engagement
Not a fit
Standalone individual returns without significant real estate
A few passive rentals with limited structural complexity
One-time filing requests
Lowest-cost compliance
Last-minute work without time for organized intake and review
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One of the five client spots
Why there’s one spot this season
We’re accepting one new Real Estate Tax Office client for the 2026–27 season.
The limit reflects the senior review, quarterly attention, and transaction context the relationship takes to run properly. It’s a capacity limit, not a promotional deadline.
We take on five clients per season in total. The Tax Office is the most involved relationship we offer, so only one of those spots is open to it.
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Two annual engagements, compared
Tax Office vs. Compliance Portfolio
The Compliance Portfolio provides defined annual filing and reporting. The Tax Office adds a year-round operating cadence around the relationship.
The Tax Office includes everything in the Compliance Portfolio, plus quarterly advisory meetings, priority scheduling, a maintained tax calendar, a documented risk log, ongoing coordination around defined decisions, and an annual advisory credit, separate from any Diagnostic credit, that may be applied to one separately defined advisory project, subject to the engagement terms.
If you mainly need agreed filings, start with the Compliance Portfolio. If your ownership and transaction activity call for an ongoing tax relationship, the Tax Office is the better structure.
the tax office year
How the year runs
Each quarter includes an advisory meeting and has a purpose tied to your filings and the decisions ahead.
Q1
Close the prior year
Finalize intake and records, set the compliance calendar, review prior-year returns, K-1s, and capital accounts, and confirm your entities and filing footprint.
Q2
Review the current year
Update the risk log, review acquisitions, dispositions, financing, and ownership changes, and flag anything that needs separate advisory scope.
Q3
Prepare before deadlines compress
Review estimated payments and upcoming filings, track K-1 and owner-level dependencies, refresh asset and transaction records, and apply the annual advisory credit.
Q4
Plan the next cycle
Review year-end transactions and structural changes, update the calendar and risk log, and set priorities for the following year.
faq
Common questions
Is other project work scoped separately?
Is the Tax Office a year-round engagement?
Are individual returns included?
What if the spot is already taken?
how it starts
Start with the Diagnostic
Every Real Estate Tax Office relationship begins with the Real Estate Tax Readiness Diagnostic. It organizes your holdings, entities, records, most recent tax year, and upcoming decisions before the year-round relationship starts.
Real Estate Tax Office, from $24,000 per year
Scope and pricing depend on your entities, jurisdictions, ownership structure, filing requirements, and advisory activity. One new client for the 2026–27 season.
